Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.2K Buy
187
+74
+65% +$21.4K ﹤0.01% 274
2025
Q1
$34.1K Buy
113
+103
+1,030% +$31.1K ﹤0.01% 273
2024
Q4
$2.76K Buy
+10
New +$2.76K ﹤0.01% 471
2023
Q4
Sell
-31
Closed -$6.45K 513
2023
Q3
$6.45K Buy
+31
New +$6.45K ﹤0.01% 350
2023
Q2
Hold
0
874
2023
Q1
Hold
0
900
2022
Q4
Sell
-8
Closed -$1K 837
2022
Q3
$1K Buy
+8
New +$1K ﹤0.01% 373
2022
Q2
Hold
0
379
2020
Q3
Sell
-18
Closed -$2K 335
2020
Q2
$2K Buy
+18
New +$2K ﹤0.01% 310
2020
Q1
Hold
0
359
2019
Q4
Hold
0
313
2019
Q2
Sell
-8
Closed -$1K 349
2019
Q1
$1K Hold
8
﹤0.01% 316
2018
Q4
$1K Hold
8
﹤0.01% 308
2018
Q3
$1K Hold
8
﹤0.01% 303
2018
Q2
$1K Sell
8
-24
-75% -$3K ﹤0.01% 289
2018
Q1
$4K Sell
32
-8
-20% -$1K ﹤0.01% 281
2017
Q4
$6K Sell
40
-24
-38% -$3.6K ﹤0.01% 255
2017
Q3
$9K Hold
64
﹤0.01% 217
2017
Q2
$9K Hold
64
﹤0.01% 206
2017
Q1
$9K Sell
64
-110
-63% -$15.5K ﹤0.01% 207
2016
Q4
$23K Hold
174
0.01% 175
2016
Q3
$22K Buy
174
+110
+172% +$13.9K 0.01% 201
2016
Q2
$8K Buy
64
+31
+94% +$3.88K ﹤0.01% 264
2016
Q1
$4K Sell
33
-22
-40% -$2.67K ﹤0.01% 356
2015
Q4
$7K Buy
+55
New +$7K ﹤0.01% 250